The Independent Market Observer

Magazines and the Market

July 12, 2019

One of my colleagues sent around the most recent issue of The Economist, noting that the cover story, “Riding High: What Could Bring Down America’s Economy?”, may well be a contrarian indicator. I haven’t read the article yet, but I suspect the publication may be in on the irony here. Nonetheless, the fact that The Economist can put this story up could be a sign that the economy really is getting close to a turning point.

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Appearance on Cheddar TV, July 11, 2019 [Video]

July 12, 2019

Do worries keep the economy moving? Yesterday, I appeared on Cheddar TV  to discuss this and more.

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Monday Update: Jobs Report Highlight of the Week

July 8, 2019

There were a number of important economic updates released last week, as we kicked off the second half of the year. The most notable release was June's employment report, which came in much better than anticipated. This will be a relatively quiet week on the economic update front, with a focus on the Fed and inflation. 

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Monday Update (on Tuesday): Consumer Confidence Drops, Spending Remains Strong

July 2, 2019

Last week saw the release of a number of important economic updates, as we wrapped up the end of the second quarter. Both major measures of consumer confidence declined month-over-month in June, but personal income and spending growth both remained healthy. This week will also see the release of a number of important economic reports, even with the federal holiday on Thursday.

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Monday Update: Mixed Bag for Housing in May

June 24, 2019

Last week saw a handful of important economic updates, primarily focused on the housing market. The data was mixed, with disappointing home builder sentiment offset by better-than-expected sales growth. This will be another relatively quiet week on the economic update front, with only a few notable releases scheduled.

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Appearance on Yahoo Finance’s The Ticker, June 19, 2019 [Video]

June 19, 2019

This afternoon, I appeared live in studio on Yahoo Finance’s The Ticker to discuss today's Fed decision to leave interest rates unchanged. Listen in to learn more.

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Monday Update: Strong Bounce Back for the Economy

June 17, 2019

Last week was full of positive economic surprises, making up for some disappointing data to start the month. This week will be a bit lighter on the economic update front, but there are still a few important releases to know about.

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Monday Update: Jobs Report Disappoints

June 10, 2019

There were a number of important economic updates released last week, as is normally the case when we start a new month. Most of the news came in worse than expected, although there were some positive surprises. This week will also be busy, with looks at consumer sentiment and retail sales.

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Monday Update: Latest Economic Reports Beat Expectations

June 3, 2019

There were only a handful of important economic updates last week, but many came in better than expected. We will see a full slate of reports in the week ahead as we kick off the new month.

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Monday Update (on Tuesday): Weak Home Sales Highlight Disappointing Week

May 28, 2019

Brad here. Starting this week, our Monday Update posts will be brought to you by Sam Millette, fixed income analyst on Commonwealth's Investment Management and Research team. Take it away, Sam. 

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